-48.9%
FND price history and return analytics
+76.6%
-125.5%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.1% | -3.8% |
| 7D | +0.4% | +1.0% | -0.6% | -1.1% |
| 30D | -23.6% | -0.2% | -23.3% | -23.2% |
| 3M | +4.3% | +4.5% | -0.2% | -2.3% |
| 6M | -20.3% | +14.1% | -34.3% | -34.4% |
| YTD | -21.3% | +14.8% | -36.1% | -35.7% |
| 1Y | -45.4% | +21.2% | -66.6% | -58.7% |
| 3Y | -48.9% | +76.6% | -125.4% | -78.8% |
| All | -48.9% | +76.6% | -125.5% | -78.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling